See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,254 | $80,968+20.1% | $96,544+0.7% | $75,163+29.4% |
| Participation rate | 72.0% | 71.8%+0.2pp | 76.0%-4.0pp | 67.2%+4.8pp |
| Annual return | 20.76% | 27.06%-6.3pp | 25.84%-5.1pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,196 | $2,282-47.6% | $2,965-59.7% | $2,670-55.2% |
| Participant deferral / active EE | $4,021 | $3,928+2.4% | $4,851-17.1% | $4,125-2.5% |
| Admin fee / account holder | $45,682 | $6,724+579.4% | $8,252+453.6% | $5,651+708.4% |